Greystone Financial Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,659
| Closed | -$5.38M | – | 106 |
|
|
2023
Q4 | $5.38M | Buy |
19,659
+1,413
| +8% | +$387K | 1.25% | 38 |
|
|
2023
Q3 | $5.17M | Buy |
18,246
+2,359
| +15% | +$669K | 1.29% | 31 |
|
|
2023
Q2 | $4.76M | Sell |
15,887
-9,912
| -38% | -$2.97M | 1.1% | 36 |
|
|
2023
Q1 | $7.41M | Sell |
25,799
-173
| -0.7% | -$49.7K | 1.87% | 23 |
|
|
2022
Q4 | $8.01M | Sell |
25,972
-4,236
| -14% | -$1.31M | 2.35% | 20 |
|
|
2022
Q3 | $7.03M | Sell |
30,208
-2,964
| -9% | -$690K | 2.39% | 22 |
|
|
2022
Q2 | $7.98M | Buy |
33,172
+832
| +3% | +$200K | 2.49% | 18 |
|
|
2022
Q1 | $8.08M | Buy |
32,340
+7,833
| +32% | +$1.96M | 2.04% | 24 |
|
|
2021
Q4 | $7.46M | Buy |
24,507
+2,743
| +13% | +$835K | 1.79% | 32 |
|
|
2021
Q3 | $5.57M | Sell |
21,764
-2,187
| -9% | -$560K | 1.66% | 22 |
|
|
2021
Q2 | $6.89M | Buy |
23,951
+133
| +0.6% | +$38.3K | 1.71% | 31 |
|
|
2021
Q1 | $7.16M | Buy |
+23,818
| New | +$7.16M | 1.8% | 21 |
|